iShares Russell 3000 Index shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 1.2k | 378.94 |
| 2025-06-30 | $404k | 1.2k | 351.00 |
| 2025-03-31 | $365k | 1.2k | 317.64 |
| 2024-12-31 | $384k | 1.2k | 334.25 |
| 2024-09-30 | $376k | 1.2k | 326.73 |
| 2024-06-30 | $355k | 1.2k | 308.67 |
| 2024-03-31 | $411k | 1.4k | 300.08 |